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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,946 | $133,981-91.1% | $112,249-89.4% | $134,532-91.1% |
| Participation rate | 33.3% | 78.6%-45.2pp | 75.1%-41.7pp | 81.2%-47.9pp |
| Annual return | -22.49% | 47.16%-69.7pp | 27.48%-50.0pp | 418.27%-440.8pp |
| Employer contribution / active EE | $6,524 | $4,040+61.5% | $3,636+79.4% | $4,741+37.6% |
| Participant deferral / active EE | $0 | $5,292-100.0% | $4,729-100.0% | $6,401-100.0% |
| Admin fee / account holder | $169 | $7,492-97.7% | $6,412-97.4% | $11,429-98.5% |